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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,117 | $60,349+29.4% | $74,184+5.3% | $62,881+24.2% |
| Participation rate | 92.7% | 72.7%+20.0pp | 76.6%+16.1pp | 69.3%+23.4pp |
| Annual return | 2.09% | 21.38%-19.3pp | 17.74%-15.6pp | 20.14%-18.1pp |
| Employer contribution / active EE | $661 | $1,680-60.7% | $2,370-72.1% | $2,281-71.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,994 | $4,261-6.3% | $5,586-28.5% | $4,296-7.0% |